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| Pronvest LLC DBA Future Capital
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|
|
|---|---|
| CRD # | 119081 |
| SEC # | 801-60964 |
| CIK # | |
| AUM | $2.0 B (2026-03-30) |
| Employees | 30 (7% Investors, 0% Brokers) |
| Phone | 888-871-5711 |
| Address | 1110 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,519 | 1.9 |
| (b) Individuals (high net worth individuals) | 1 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15,521 | 2.0 |
| By Discretionary | ||
| Discretionary | 15,519 | 1.9 |
| Non-Discretionary | 2 | 0.1 |
| Total | 15,521 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 15,521 | 2.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beese Fulmer Investment Management Inc
✚
|
OH | 2.1 |
|
Natural Investments Pbllc
✚
|
2.0 | |
|
Alpen Partners International AG
✚
|
2.0 | |
|
Physician Wealth Advisors Inc
✚
|
UT | 2.0 |
|
Stack Financial Management Inc
✚
|
MT | 2.0 |
|
Raymond James USA Ltd
✚
|
2.0 | |
|
Balefire LLC
✚
|
TX | 2.0 |
|
Midwestern Securities Trading Company LLC
✚
|
IL | 2.0 |
|
JSF Financial LLC
✚
|
CA | 2.0 |
|
The Fiduciary Group LLC
✚
|
GA | 2.0 |